22
ELECTRONIC INCOME WITHHOLDING ORDER e-IWO A Paperless Solution

e-IWO Paperless Solution

Embed Size (px)

Citation preview

Electronic Income Withholding Order

Electronic Income Withholding Ordere-IWO A Paperless Solution

Whats Inside?What is e-IWO?What is the e-IWO process flow?What are the transmission options?What are the implementation options?IWO volumes for employers on e-IWOIs System-to-System your option?Want a fast easy start up?Is the PDF option your ticket to paperless?PDF Acknowledgement SampleWant a single acknowledgement entry form?

XLS Acknowledgement SampleEmployer Initiated AcknowledgementPDF Employer Initiated Acknowledgement SampleWhat do I need to do?Profile SampleWhat happens next?Who will I get e-IWOs from?What are the benefits of e-IWO?Need more information?Still have questions?June 20112Office of Child Support Enforcement

What is e-IWO?States electronically send IWOs to employersEmployers send acknowledgements to statesA single interface for all exchange partnersFederal Employer Identification Number (FEIN) is the key to passing data between the state and employer Notification of terminations and lump sums by employer can be handled through the e-IWO PortalThree implementation options are availableSystem-to-System, PDF and Spreadsheet

June 20113Office of Child Support Enforcement

June 2011Office of Child Support Enforcement4What is the e-IWOProcess Flow?

What are the Transmission Options?e-IWO uses Secure File Transfer Protocol (SFTP) for retrieving and dropping off files on your serverPretty Good Privacy (PGP) can be used to encrypt files that are sitting in front of your firewallFTP with Virtual Private Network (VPN) is also an option if you do not have SFTPPortal does all the pulling of files from your server and pushing files to your server dailyEmail as a transmission option is not availableJune 20115Office of Child Support Enforcement

What are the Implementation Options?If you receive a significant number of IWOs per week or month and have available IT resources for a 3-5 month programming effort, System-to-System may be the option for youIf you do not have the IT resources, the fillable PDF or XLS spreadsheet are your best optionsFactors contributing to what option to chooseIT resources availableNumber of IWOs received in a weekAvailable time to implementJune 20116Office of Child Support Enforcement

IWO Volumes for Employers on e-IWOSystem-to-SystemEmployer receives 1000 orders a weekPDFEmployer receives 350 orders a weekEmployer receives 500 orders a weekSpreadsheetEmployer receives 300 orders a weekThere is really no specific numberWhat option can your organization handle?June 20117Office of Child Support Enforcement

Is System-to-System your Option?Files are dropped off at your organization in either flat file or XML format you chooseA PDF version of the IWO can be provided for each record in the fileEach IWO Detail record is accepted or rejected and returned in an Acknowledgement fileAcknowledgements with errors are returned to employer for fixing and resendingSoftware Interface Specification documentation help availableJune 20118Office of Child Support Enforcement

Want a Fast Easy Start Up?The No-Programming option is for you!Two options are availablePDF its best known as the Pretty Darn Fast optionXLS its the Xtreme Lightning Speed optionYou simply check Accept or Reject in a PDF, or enter A or R on a row in the XLSConnectivity setup is required for both optionsBoth options require a minimal amount of testingYou can be up and running in less than three weeksJune 20119Office of Child Support Enforcement

Is the PDF Option your Ticket to Paperless?For each IWO being sent by a state, a PDF document for each order and a pre-filled Acknowledgement PDFFiles names are coupled so it is easy to match order to acknowledgementCheck Accept or Reject Supply a reason code if rejectingSave PDFMove to your outbound directoryYoure done!June 201110Office of Child Support Enforcement

June 201111PDF Acknowledgement Sample

Office of Child Support Enforcement

Want a Single Acknowledgement Entry Form? XLS is for youYou receive an IWO PDF for each Income Withholding Order being sent to you by a state and a single spreadsheet for acknowledging IWOsEnter accept or reject for each rowSupply a reason code if rejectingSave XLSMove to your outbound directoryYoure done!

June 201112Office of Child Support Enforcement

XLS Acknowledgement SampleIts all on one pageJune 201113

Office of Child Support Enforcement

Employer Initiated AcknowledgementAll options allow for the employer to notify a state when an event such as termination or lump sum payment arisesYou can notify a state when an employee is terminatedYou can notify a state if you are going to issue a lump sum payment to an employee You are in control when to release these notices

June 201114Office of Child Support Enforcement

PDFEmployerInitiatedAcknowledgementSample

June 201115Office of Child Support Enforcement

What do I Need to do?All exchange partners must register by completing the e-IWO Profile form and providing their FEINsProfile form includesAgreement to exchange dataYour contact informationYour exchange preferencesSystem-to-System, PDF, ExcelYour file namesYour server informationUser ID, Password, IP Address, Host Name, Directory Name, PortJune 201116Office of Child Support Enforcement

Profile SampleJune 201117

Office of Child Support Enforcement

17

What Happens Next?We get connected to your SFTP server - takes about 3 - 4 daysA file is dropped on your server to make sure connectivity is set up correctlyBegin testingSystem-to-system: We send you test IWOs, then you send test acknowledgements. All the files are checked for data quality and conformancePDF / Spreadsheet: You accept and reject a recordAfter testing you are ready to go

June 201118Office of Child Support Enforcement

Who Will I Get e-IWOs From?ArizonaCaliforniaColoradoDistrict of ColumbiaIdahoIllinoisIndianaMassachusettsMichiganMissouriNebraskaNew Jersey

New YorkNebraskaNorth CarolinaOhioOklahomaOregonPennsylvaniaTexasVirginiaWashingtonWest VirginiaJune 201119Office of Child Support Enforcement

What are the Benefits of e-IWO?Money gets to the family fasterAll IWOs coming from the Portal look the sameNo more mail to open and IWO PDFs are image ready!Reduced phone calls from statesIncreased accuracy and reliability of dataSaves time, money and resources at NO COST TO EMPLOYERS

June 201120Office of Child Support Enforcement

Need More Information?Software Interface Specification documenthttp://www.acf.hhs.gov/programs/cse/newhire/employer/publication/eiwo/sis/eiwo_sis_qc.htme-IWO Workgroup meets monthly31 states and 65+ employerse-IWO WorkplaceSign up to receive monthly meeting minutes, business rules and other informationContact Bill Stuart to gain access to the WorkplaceJune 201121Office of Child Support Enforcement

Still Have Questions?Contact Bill StuartEmail - [email protected] - (518) 399-9241June 201122Office of Child Support Enforcement